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Lauren Johnson

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Topic

Wealthtender announces acquisition of AGC

The partnership will provide financial advisors with digital marketing tools and access to a community of peers.

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VettaFi acquisition will enhance indexing capabilities for asset managers

The deal brings new custom indexing design expertise to the business.

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Commonwealth expands Talent Exchange Initiative

The firm aims to connect its advisors with a new generation of talent.

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LPL snaps up advisory team with $350 million in assets

The Scottsdale, Arizona-based duo, who have a combined four decades of wealth management experience, join from Valic Financial Advisors

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Baird adds trio who managed $500M at Zions

The three advisors have joined Baird’s office in Salt Lake City.